Intel(US:INTC) From The Desk Of Anthony Pomplianoยท2025-08-26 21:00US Government & Business - The US government is increasingly acting like a business, with a focus on dealmaking and economic upside [1][2][4][20] - The government took a 10% ownership stake in Intel in exchange for previously awarded funds from the Chips Act and the DoD secure enclave program, not through direct cash investment [6][12] - This action aligns with historical precedents where the government has taken equity stakes in companies during crises, such as the 2008 financial crisis (TARP program) and the 1984 Continental Illinois bank failure [8][10] - The appointment and potential removal of a Federal Reserve board governor is being viewed through a business lens, similar to a CEO firing an employee accused of a serious crime [17][18][20] Volatility & Investment - Volatility, when harvested correctly, can be a useful tool for risk management and yield generation, especially in assets like Bitcoin [23] - Bitcoin's volatility is a designed feature due to its fixed quantity, leading to price volatility as a natural outcome [24] - Intraday volatility in crypto is as important as close-to-close volatility, and Bitcoin exhibits fat kurtosis with occasional gaps [27][30] - There are two types of investors: those who seek volatility for potentially higher returns and those who avoid it [32] Humanoid Robots & Nvidia - Nvidia has released a new humanoid robot brain powered by the Nvidia Blackwell GPU with 128 gigabytes of memory, targeting the software needs of humanoid robot companies [33][34] - Early adopters of Nvidia's humanoid robot brain include companies like Agility, Boston Dynamics, and Figure [34] - Nvidia is positioning itself to "tax the whole industry" by providing the software, memory, and intelligence for humanoid robots, rather than building the robots themselves [35]